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What types of documents do you most frequently upload to GenAI tools for analysis?

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Jhenmar Carino
PMI Team Member
PMI

Hi PMI Community! My name is Jhenmar Carino, and I work on PMI’s GenAI tool, Infinity. We’re looking to enhance PMI Infinity by introducing new features for uploading and analyzing documents, and we need your input. To best serve project professionals, we’d like to understand how you’re currently using GenAI.

Please share with us:
- What types of documents do you most frequently upload to GenAI tools?
- Do you use GenAI for document generation? For document analysis? For summarization?
- How are you utilizing GenAI tools for assistance with project documentation?

I’m looking forward to seeing your responses; thanks for providing your insights and helping to shape the future of PMI Infinity!

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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
My recommendations is to upload all the existing information in the Project Management Institute from the genesis of the Institute. Everything it is available including it the BOKs and guides. And that includes all the documentation available in the chapters distributed around the globe.  I hope it has been done when the PMI created Infinity. The focus must be the Institute itself not the users. The user will take advantage of the "big knowledge base" in hands of the PMI. Beside that I understand that you are trying to create use cases.
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1 reply by Dayan Meepage
May 18, 2024 6:11 AM
Dayan Meepage
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I think the above way could train the algorithms to provide solutions in line with PMBOK standards.
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Vinod Tripathi Project Manager| Ericsson India
How are the safety & privacy ensured for the data uploaded on the portal? I am having lots of doubts which is stopping me to use the PMI Infinity. Could you please help on this?
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2 replies by Jhenmar Carino and Sergio Luis Conte
May 17, 2024 5:35 AM
Sergio Luis Conte
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You are putting a great point. I think the PMI will not uploaded our documents. I think they are asking to put general documents and assessts belonging to PMI, But know you are asking is good to clarify.
May 20, 2024 2:53 PM
Jhenmar Carino
...
Following a high demand of requests to enable users to upload documents to Infinity, as user input, to be used to inform Infinity for the generation of its output (or response), PMI is reaching out to our community to better understand the types of documents our community would like to upload.

To protect the confidentiality of data, PMI is using a private instance of OpenAI’s GPT-3.5 (and intends to move to GPT-4 Turbo) large language model (LLM). None of the input or output data is used for training purposes, nor is any of the data shared with OpenAI or any other 3rd party.

Our production data center is hosted in Microsoft Azure, with most servers living in Azure East US and Azure South Central US. We also use TLS v1.2 for encryption in transit, and AES 256-bit encryption for data at rest.

Infinity users can delete their conversations at any time. If a user deletes a conversation, the history of that conversation, including all their input and output, is fully deleted. If the history is not deleted by the user, PMI will anonymize and keep their prompt history for analysis purposes to improve the performance of our service, such as assessing the quality of AI generated output and engagement statistics

For all other concerns pertaining to privacy, please refer to the following privacy notice: https://www.pmi.org/privacy

Please also refer to Infinity's user terms, which can be found https://www.pmi.org/-/media/pmi/documents/public/pdf/membership/user_guidelines_and_disclaimer_pmi_infinity_1.pdf
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
May 16, 2024 11:15 PM
Replying to Vinod Tripathi
...
How are the safety & privacy ensured for the data uploaded on the portal? I am having lots of doubts which is stopping me to use the PMI Infinity. Could you please help on this?
You are putting a great point. I think the PMI will not uploaded our documents. I think they are asking to put general documents and assessts belonging to PMI, But know you are asking is good to clarify.
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Md. Golam Rob Talukdar
Community Champion
Project Manager| AWR Development (BD) Ltd. Cox's Bazer , Bangladesh
Dear J. C
I would like to inform you that I'm reaching out today to address a trend. Attached is a project management schedule from an MS Project, with the request: all inputs from Copilot

Prompt: You are an expert in potential risk analysis and are also PMP and RMP certified. Can you identify any potential risks associated with PMS, if any? Please include the identified mitigation plan as well.

Please assess the results

Copilot
Based on the provided document "PMS.pdf," here are some potential risks associated with the project management of the Design and Construction of an
Engineered Sanitary Landfill . along with their mitigation plans:
Risk: Delay in Project Management Document Submission
● Mitigation: Ensure all agreements (e.g., with UPLEEL, HJB, GOLDER,
Synergy) are finalized promptly to avoid delays in the submission of project management documents like the QA/QC plans and Risk management Plan.

Risk: Site Investigation Delays

● Mitigation: Conduct thorough data collection and site surveys in a timely manner. For geo-technical investigations, ensure preliminary reports and field investigations are completed as scheduled.

Risk: Construction Delays
● Mitigation: Adhere to the construction methodology and HSE plans to prevent delays. Monitor the installation of utilities and Porta-cabins for
project site offices closely to stay on track.

Risk: Approval Delays
● Mitigation: Submit the project management schedule, procurement plan, and other key documents for approval as early as possible, and follow up with the consultant's review comments to expedite the
approval process. These risks and mitigation plans are derived from the project schedule and
tasks outlined in the document, emphasizing the importance of timely submissions, approvals, and adherence to planned activities. Maintaining open
communication with all parties involved and monitoring progress against the project management schedule can further mitigate these risks.
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Dayan Meepage Commercial Manager | Shibl AlJazira Contracting Company Tabuk, Saudi Arabia
May 16, 2024 7:36 PM
Replying to Sergio Luis Conte
...
My recommendations is to upload all the existing information in the Project Management Institute from the genesis of the Institute. Everything it is available including it the BOKs and guides. And that includes all the documentation available in the chapters distributed around the globe.  I hope it has been done when the PMI created Infinity. The focus must be the Institute itself not the users. The user will take advantage of the "big knowledge base" in hands of the PMI. Beside that I understand that you are trying to create use cases.
I think the above way could train the algorithms to provide solutions in line with PMBOK standards.
avatar
Graham Sutherland Executive Director| Project Delivery Assurance Services Singapore, Australia
Jhenmar, The following is an extract from an email i sent to a colleague on the same subject of Gen AI that i will share here. "I wanted to share my positive experience with GenAI, specifically the Gemini and PMI's Infinity tool. My team and I have been using Gen AI extensively (app. 12 months on two sizeable projects), however it's crucial for users to have a solid understanding of the subject matter when inputting information into Gen AI and when reviewing the output. In my opinion, it's essential for your organization to have controls in place. Inexperienced users and unchecked outputs can pose risks. When used properly and with accredited documentation, Gen AI can be an ethical and valuable tool.

These tools have been a game-changer for my company, transforming the way we handle documentation. Infinity is especially remarkable in its ability to produce high-quality, consistent documents in a fraction of the time it would take to do so manually. This efficiency has allowed my project team to focus on more valuable tasks.

When overseen by an experienced team member, I've found Infinity to be incredibly valuable, offering several key advantages:

- Efficiency: Drastically reduces the time spent on document creation.
- Consistency: Maintains a uniform style and format across all project documents.
- Scalability: Easily handles large-scale projects with numerous documents.
- Customization: Adapts to our organization's unique needs and preferences.

Infinity has been instrumental in creating a wide array of project documents (vetted by competent person), including reports, risk assessments, meeting minutes, requirements documents, change requests, proposals, and technical documentation. It also excels at analyzing and summarizing lengthy documents, providing concise insights for decision-makers.

To maximize Infinity's potential, I recommend the following:

- Create standardized templates for common project documents.
- Utilize Infinity's review capabilities to ensure quality and consistency.
- Implement version control with AI-generated metadata for easy tracking.

While Infinity is a powerful tool, human oversight is still essential. Regular validation and adjustments ensure the generated content is accurate and relevant to the project's context."

Bottom line - It's the future, run with it or fall behind is my view.
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Jhenmar Carino Monterey Park, Ca, United States
May 16, 2024 11:15 PM
Replying to Vinod Tripathi
...
How are the safety & privacy ensured for the data uploaded on the portal? I am having lots of doubts which is stopping me to use the PMI Infinity. Could you please help on this?
Following a high demand of requests to enable users to upload documents to Infinity, as user input, to be used to inform Infinity for the generation of its output (or response), PMI is reaching out to our community to better understand the types of documents our community would like to upload.

To protect the confidentiality of data, PMI is using a private instance of OpenAI’s GPT-3.5 (and intends to move to GPT-4 Turbo) large language model (LLM). None of the input or output data is used for training purposes, nor is any of the data shared with OpenAI or any other 3rd party.

Our production data center is hosted in Microsoft Azure, with most servers living in Azure East US and Azure South Central US. We also use TLS v1.2 for encryption in transit, and AES 256-bit encryption for data at rest.

Infinity users can delete their conversations at any time. If a user deletes a conversation, the history of that conversation, including all their input and output, is fully deleted. If the history is not deleted by the user, PMI will anonymize and keep their prompt history for analysis purposes to improve the performance of our service, such as assessing the quality of AI generated output and engagement statistics

For all other concerns pertaining to privacy, please refer to the following privacy notice: https://www.pmi.org/privacy

Please also refer to Infinity's user terms, which can be found https://www.pmi.org/-/media/pmi/documents/public/pdf/membership/user_guidelines_and_disclaimer_pmi_infinity_1.pdf
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Raman Chadha Manager| Deloitte Millbrae, United States
I am working on creating a GenAI solution that would involve reading RFP documents and assist in creating effort/pricing estimates.
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Abolfazl Yousefi Darestani Manager, Quality and Continuous Improvement| Hörmann-TNR Industrial Doors Newmarket, Ontario, Canada
I do not upload files to GenAI.
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Hakam Madi Independent Consultant Amman, Jo, Jordan
I believe PMI's Infinity pilot was a good pilot project, but now we need an expanded solution that we can rely on at the business's operational level. We should probably move into a solution that offers a larger context and surely a better and smoother interface.
...
1 reply by Idris Manley
Jun 10, 2024 3:49 PM
Idris Manley
...
Hi Hakam - Would appreciate understanding your thoughts further. What does a "larger context" specifically mean to you? What type of information or insight is critical at the operational level?
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